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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 16 October 2026
Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn
Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices...
Friday 16 October 2026
Interview: The AI economy needs US$6T in funding — but from where?
AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A...
Friday 16 October 2026
AI server tracker: Optical suppliers' September revenue jumps 90%
Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster...
Friday 16 October 2026
Qualcomm advances complete AI infrastructure platform as agentic AI reshapes competition
Qualcomm has historically provided standard chips primarily through its Snapdragon product line, serving a broad range of end customers. After officially launching its Dragonfly data...
Thursday 15 October 2026
Anthropic targets low-conflict sites for Australian data centers
Anthropic plans to place new data centers in Australia away from densely populated areas, using renewable energy and previously developed sites to reduce conflicts with residents....
Thursday 15 October 2026
Luxnet posts record 3Q profit as capacity expansion fuels growth
Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...
Thursday 15 October 2026
AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth
Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual...
Thursday 15 October 2026
OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate
IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029.
Thursday 15 October 2026
StarSeeds, Kaga Electronics target December 2026 AI server production in Japan
Kaga Electronics and AI infrastructure provider StarSeeds have signed a basic contract manufacturing agreement to produce AI servers at a partner facility in Japan, targeting mass...
Thursday 15 October 2026
Nvidia showcases French AI deployments from orbit to quantum ahead of GTC Berlin
France's artificial intelligence (AI) ecosystem is putting agentic computing into production on Nvidia hardware and open models, according to an Nvidia blog post published on October...
Thursday 15 October 2026
Lite-On unveils 800 VDC power and liquid cooling for AI data centers
Lite-On Technology is showcasing an 800 VDC power architecture, NVIDIA Vera Rubin-compatible power racks and integrated liquid-cooling systems at the 2026 Open Compute Project (OCP)...
Thursday 15 October 2026
AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked...
Thursday 15 October 2026
Taiwan suppliers target OCP power, cooling, 1.6T integration
The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning...
Wednesday 14 October 2026
Cerebras CEO reveals the capacity shortfall behind OpenAI's turn to Nvidia GPUs
Cerebras Systems' shortage of data centre capacity was a key reason OpenAI turned to Nvidia GPUs to expand services for its next-generation models, co-founder and CEO Andrew Feldman...
Wednesday 14 October 2026
Largan chairman casts doubt on Micro LED links for AI data centers
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission...